Administration
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An updated version of this article is available here.
Purpose
The MetaField Administration system enables you to tailor MetaField to your business situation. In the various tabs available, administrators define standard data and settings that control how the application operates and makes entering tests, activities and samples quicker and easier for users.
Types of Administrators
There are two types of MetaField Administrators:
Role | Description |
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Administrator |
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Business Administrator |
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Administration Home Screen
From the Administration Home screen you will see several icons for each of the major areas. Under each icon is a list of subsections.
Selecting a subsection will bring you to that area of Administration.
If an area has more than three subsections, you will see an option to expose more subsections.
Administration Side Menu
A side menu will allow you to navigate throughout Administration without returning to the home screen.
To expose this menu, choose the icon in the upper left. To hide the menu, select the icon again.
Exposing Subsections
To view the subsections in the side menu, click the down arrow icon.
Using Data Grids
MetaField contains many fields which are populated by selecting a value from a drop-down list. In almost every case, the values in the lists are defined in Administration. Areas dedicated to defining the values of drop-down lists are presented in a data grid view. The function of these views is generally the same, regardless of the value being defined. Basic list properties are defined below.
List Properties | How to Use | ||||||||||||||||||
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Adding Values |
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Sorting Lists |
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Editing & Deleting Controls | Various icons are presented with allow you to perform different functions in your list:
Deactivate vs. Delete Suggested use for deactivating values are items that were previously used by the system, but are no longer in use by your business. Suggested use for deleting values, items that were never intended for use by the system. | ||||||||||||||||||
Searching & Filtering | Almost every list within MetaField Administration contains a Search/Filter feature. This function is most useful when lists contain many pages of values. To search for a value:
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